Scores high and/or is better than comparative fund
Scores medium and/or is in-line with comparative fund
Scores low and/or is below comparative fund
The VIA3 rating is calculated by assessing five criteria – Values, Impact, Analysis, Alignment and Activism – illustrated by the VIA3 compass. The overall score and each criterion are color coded into three tiers: Strong, Moderate, Minor.
Values: Avoids or directs investments based on moral principles of sustainability
Impact: Consequences to the environment and society
Analysis: ESG (Environmental, Social, Governance) assessment in buying and selling portfolio securities
Alignment: Contribution to the UN Sustainable Development Goals (SDGs)
Activism: Proxy voting and engagement to affect change and improve transparency
VIA3 addresses this question by compiling public sources of the funds financial return data to compare against a common index fund. We place a color-coded arrow over the five-year period (or three year if five is not available) to highlight at that point in time, if the fund performance is over, within or under the comparative index fund performance.
This portfolio-level data is updated quarterly.
The VIA3 framework empowers all investors to align with the social and environmental factors that they care about most. Developed by leading institutional investors and academics, VIA3 delivers sustainability insights previously only available to the world's largest investors. VIA3 leads the way to a more sustainable portfolio and economy, a third economy.